BBTBX vs. PTUIX
Compare and contrast key facts about Bridge Builder Core Bond Fund (BBTBX) and PIMCO Total Return Fund IV (PTUIX).
BBTBX is managed by Bridge Builder. It was launched on Oct 28, 2013. PTUIX is managed by PIMCO. It was launched on May 26, 2011.
Performance
BBTBX vs. PTUIX - Performance Comparison
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BBTBX vs. PTUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBTBX Bridge Builder Core Bond Fund | -0.65% | 7.82% | 1.89% | 5.41% | -13.49% | -1.12% | 8.54% | 9.15% | 0.13% | 4.14% |
PTUIX PIMCO Total Return Fund IV | -0.73% | 8.16% | 2.19% | 5.90% | -13.84% | -1.12% | 7.33% | 9.67% | -0.76% | 4.57% |
Returns By Period
In the year-to-date period, BBTBX achieves a -0.65% return, which is significantly higher than PTUIX's -0.73% return. Over the past 10 years, BBTBX has underperformed PTUIX with an annualized return of 1.82%, while PTUIX has yielded a comparatively higher 2.00% annualized return.
BBTBX
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- -0.65%
- 6M
- 0.23%
- 1Y
- 3.60%
- 3Y*
- 3.66%
- 5Y*
- 0.25%
- 10Y*
- 1.82%
PTUIX
- 1D
- 0.32%
- 1M
- -2.15%
- YTD
- -0.73%
- 6M
- 0.51%
- 1Y
- 3.84%
- 3Y*
- 4.03%
- 5Y*
- 0.34%
- 10Y*
- 2.00%
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BBTBX vs. PTUIX - Expense Ratio Comparison
BBTBX has a 0.13% expense ratio, which is lower than PTUIX's 0.50% expense ratio.
Return for Risk
BBTBX vs. PTUIX — Risk / Return Rank
BBTBX
PTUIX
BBTBX vs. PTUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Bond Fund (BBTBX) and PIMCO Total Return Fund IV (PTUIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BBTBX | PTUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.88 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.24 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.54 | -0.06 |
Martin ratioReturn relative to average drawdown | 4.21 | 4.64 | -0.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBTBX | PTUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.88 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.06 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.39 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.57 | -0.20 |
Correlation
The correlation between BBTBX and PTUIX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBTBX vs. PTUIX - Dividend Comparison
BBTBX's dividend yield for the trailing twelve months is around 3.66%, less than PTUIX's 3.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBTBX Bridge Builder Core Bond Fund | 3.66% | 4.58% | 3.92% | 2.86% | 2.26% | 2.38% | 4.73% | 3.39% | 3.02% | 2.67% | 0.95% | 0.17% |
PTUIX PIMCO Total Return Fund IV | 3.78% | 4.09% | 4.21% | 2.78% | 2.74% | 1.84% | 2.24% | 2.78% | 2.53% | 1.75% | 2.96% | 3.60% |
Drawdowns
BBTBX vs. PTUIX - Drawdown Comparison
The maximum BBTBX drawdown since its inception was -18.54%, roughly equal to the maximum PTUIX drawdown of -19.19%. Use the drawdown chart below to compare losses from any high point for BBTBX and PTUIX.
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Drawdown Indicators
| BBTBX | PTUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.54% | -19.19% | +0.65% |
Max Drawdown (1Y)Largest decline over 1 year | -2.93% | -3.37% | +0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -18.54% | -19.19% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -18.54% | -19.19% | +0.65% |
Current DrawdownCurrent decline from peak | -2.17% | -2.55% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -3.94% | -3.56% | -0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 1.12% | -0.09% |
Volatility
BBTBX vs. PTUIX - Volatility Comparison
The current volatility for Bridge Builder Core Bond Fund (BBTBX) is 1.65%, while PIMCO Total Return Fund IV (PTUIX) has a volatility of 1.82%. This indicates that BBTBX experiences smaller price fluctuations and is considered to be less risky than PTUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBTBX | PTUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 1.82% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 2.68% | 2.79% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.56% | 4.66% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.94% | 6.00% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.92% | 5.12% | -0.20% |